Review and edit documents

PANTHEON DMS Add-in​ allows quick review and editing PANTHEON documents directly in Microsoft Word.

Thanks to Add-in you can now easily access PANTHEON Documentation when you are using Microsoft Word.

HINT For more information about PANTHEON DMS Add-in, see the technical guide.

This chapter describes how to review and edit documents with PANTHEON DMS Add-in.

CASE SUMMARY The responsible person at Tecta Ltd. is would like to do quickly review and edit supplier contract stored in PANTHEON Documentation. For this purpose he uses PANTHEON DMS Add-in. He does this in the following steps: Opening PANTHEON DMS Add-in​  Searching documents by classification Office editor window Details Connected Metadata Saving document

1. Opening PANTHEON DMS Add-in​

While using Word he opens PANTHEON DMS Add-in​ by selecting the  Add-in button    on the right site of Microsoft Word toolbar.

PANTHEON Classification list opens.

He continues with the selection of the appropriate classification.

2. Searching documents by classification

He would like to find specific contract therefore, he is interested in classifications related to contracts. 

To narrow the selection, he enters a "contract" in the search box

He then selects from a narrowed list the Classification: Contracts with suppliers.

This opens Documents list for selected Classification.

Here he can see all saved Word documents on this Classification.

He selects the contract document he wants to review and edit to open it in Office editor window.

In the next step he review and edit document and its data.

3. Office editor window

In Office editor window selected document opens.

On the document he changes the address of the supplier on the document.

He continues to review document details.

4. Details

On the tab Details he reviews document data.

HINT Here you can change document File name.

5. Connected

On the tab Connected he reviews data linked to document.

HINT Connections tab, all connections with the document that the open file belongs to are shown. For every connection, the connection key, subject name, and subject code are visible.

6. Metadata

On the tab Matadata he reviews and edit additional document data.

HINT Metadata shows different fields and values depending on the setting on the Classification.

7. Saving document 

After entering all the data, the he saves document in the PANTHEON Documentation by clicking the Save button. 

The updated document is immediately visible in PANHEON program.